Hi there, jbillingsley!
I'm here to assist you in setting up a new company file containing inventory items, customer details, and vendor information.
The simplest method to create the new company file with all the necessary information is to export the lists from the original company file and then import them into the new company file.
You have various options for importing and exporting information in QuickBooks, such as:
- Utilizing MS Excel
- Using CSV files
- Importing and exporting invoice and other form templates
- Importing and exporting IIFs
- Importing bank transactions with Web Connect files
- Sending journal entries back and forth with your accountant
- Exporting your file for your accountant and importing accountant changes
- Importing batch transactions from your accountant
For further information on importing or exporting your data, you can refer to this article: Import and export data in QuickBooks Desktop.
Feel free to ask if you have any more questions, jbillingsley. I'm always here to help.
